purchasing:show_po_categories

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purchasing:show_po_categories [2017/07/28 14:02] – Gary Willettspurchasing:show_po_categories [2019/10/22 11:48] (current) – [Assigning categories to purchase orders] Emily Porrello
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-===== Purchase order categories =====+====== 6.03. Purchase order categories ======
 Sometimes it's really helpful to categorise your purchase orders for reporting purposes. To allow you to do this, mSupply allows you to create purchase order categories and then apply them to purchase orders as needed. Sometimes it's really helpful to categorise your purchase orders for reporting purposes. To allow you to do this, mSupply allows you to create purchase order categories and then apply them to purchase orders as needed.
  
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 {{ :purchasing:add_purchase_order_category.png?400 |}} {{ :purchasing:add_purchase_order_category.png?400 |}}
  
-Enter the Description of the category (this is name by which the category will be known and selected throughout mSupply) and any values for the custom fields you wish and click on the OK button to save the new category. You will see it immediately added to the list of available purchase order categories.+Enter the Description of the category (this is name by which the category will be known and selected throughout mSupply) and any values for the custom fields you wish and click on the **OK** button to save the new category. You will see it immediately added to the list of available purchase order categories.
  
 Note: user_field_3 takes numerical values, user_field_1 and user_field_2 take alphanumeric (any combination of letters and numbers) values. Note: user_field_3 takes numerical values, user_field_1 and user_field_2 take alphanumeric (any combination of letters and numbers) values.
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 Note: you will only be able to delete a purchase order category if no purchase orders belong to it. Note: you will only be able to delete a purchase order category if no purchase orders belong to it.
  
 +==== Editing an existing purchase order category ====
 +To edit a purchase order category simply double-click on it in the list. The same window as for adding a new purchase order category will open populated with the selected category's details. Simply edit the details as required and click on the **OK** button to save your changes.
  
 +==== Assigning categories to purchase orders ====
 +Assigning categories to purchase orders is really simple, as you'd expect! When editing or creating a purchase order, simply select the category the purchase order belongs to using the **Category** drop down list on the **General** tab:
  
-// Previous: [[purchasing:managing_purchase_orders|Managing Purchase Orders]]     Next: [[purchasing:ordering_from_one_store_to_another|Ordering from one store to another]]//+{{ :purchasing:purchase_order_select_category.png?600 |}} 
 + 
 +The drop down list will contain the descriptions of all the categories you have added. 
 +\\ 
 +\\ 
 +|  //  Previous:  **[[purchasing:managing_purchase_orders|6.02. Managing purchase orders]]** | | Next: **[[purchasing:ordering_from_one_store_to_another|6.04. Ordering from one store to another]]** //  |
 ---- struct data ---- ---- struct data ----
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  • Last modified: 2017/07/28 14:02
  • by Gary Willetts